Lack of revenue growth is alarming

The balance must shift from cutting costs to boosting revenues

US economy vulnerable to China syndrome

Litany of economic indicators flashing reasons for concern is growing longer

Draghi’s pledge gives credible hope

Expect the global hunt for yield to continue until rates rise

Winning bets were obvious with Hindsight

Oil price fall and resilience of US economy were trends to spot

The dodo and investor survival

Any theory of markets must take account of human aversion to risk

Why investors’ view on oil has just pivoted

Market is fretting about slowing Chinese manufacturers, rather than cheer on reviving US consumers

Lower oil price could stoke US stock bubble

Opec’s position on output could have profound consequences

Breaking the white male grip on markets

If a market is dominated by any ethnicity, it tends to make worse decisions

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